Certified Advisory Corp’s W.P. Carey WPC Stock Holding History

Certified Advisory Corp’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-887	Closed	-$47K	–	320
2023 Q3	$47K	Hold	887	–	–	0.01%	253
2023 Q2	$58.7K	Sell	887 -810	-48%	-$56.3K	0.01%	233
2023 Q1	$129K	Buy	+1,697	New	+$135K	0.02%	238
2022 Q4	–	Sell	-3,537	Closed	-$242K	–	238
2022 Q3	$242K	Buy	3,537 +3,515	+15,977%	+$288K	0.06%	193
2022 Q2	$2K	Sell	22 -1,524	-99%	-$123K	﹤0.01%	222
2022 Q1	$123K	Buy	+1,546	New	+$119K	0.03%	215
2021 Q4	–	Sell	-22	Closed	-$2K	–	259
2021 Q3	$2K	Buy	+22	New	+$1.68K	﹤0.01%	238
2021 Q2	–	Sell	-552	Closed	-$39K	–	746
2021 Q1	$39K	Buy	+552	New	+$37K	0.01%	388
2020 Q2	$26K	Buy	401 +3	+0.8%	+$186	0.01%	397
2020 Q1	$22K	Buy	398 +24	+6%	+$1.82K	0.01%	401
2019 Q4	$29K	Buy	374 +2	+0.5%	+$168	0.01%	400
2019 Q3	$33K	Buy	372 +2	+0.5%	+$170	0.01%	382
2019 Q2	$29K	Sell	370 -1,019	-73%	-$80.7K	0.01%	412
2019 Q1	$107K	Hold	1,389	–	–	0.04%	211
2018 Q4	$89K	Buy	1,389 +164	+13%	+$10.7K	0.05%	209
2018 Q3	$77K	Hold	1,225	–	–	0.04%	234
2018 Q2	$80K	Buy	1,225 +1,021	+500%	+$64.7K	0.04%	222
2018 Q1	$12K	Hold	204	–	–	0.01%	488
2017 Q4	$13K	Buy	+204	New	+$14K	0.01%	439

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Certified Advisory Corp's WPC Position: Q4 2023 in Review

Certified Advisory Corp sold out of W.P. Carey (WPC) in Q4 2023, closing a stake of 887 shares — an estimated $47K sold.

Certified Advisory Corp first reported a position in WPC in Q4 2017 and held it in 19 quarters. The position peaked at $242K in Q3 2022. 780 funds tracked by Wall St. Rank hold WPC as of Q4 2023.

Certified Advisory Corp reported no remaining W.P. Carey position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 887 W.P. Carey shares in Q4 2023, an estimated $47K.
Certified Advisory Corp first reported a position in W.P. Carey in Q4 2017 and held it in 19 quarters.
Certified Advisory Corp's W.P. Carey position peaked at $242K in Q3 2022.
780 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.